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UAW deal dependent on pension restoration, EV battery plants

(Credit: Ford)

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The United Auto Workers (UAW) union seems to be nearing updated agreements with Ford, General Motors (GM) and Stellantis after ongoing strikes have plagued the automakers for nearly four weeks following the expiration of previous worker contracts.

According to the union and the companies, the so-called “Big Three” have offered to increase wages by between 20 and 23 percent over a four-year period in the latest contract updates (via Reuters). Ford and Chrysler parent Stellantis have also reinstated cost-of-living adjustments (COLA) and have cut the time it takes temporary employees to reach top pay.

Still, more progress is needed for the union and the automakers to reach an agreement.

Reuters reports that the most significant remaining obstacles to a deal are pension plans and the inclusion of future electric vehicle (EV) battery plants in the contracts. The UAW is demanding the companies restore defined benefit pension plans ruled out in 2007, along with including workers at future battery plants within the contracts.

None of the automakers have offered the restoration of pre-2007 pension plans at this point.

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Ford offers UAW “unprecedented” pay raises in its seventh offer

Reuters notes that restoring pre-2007 defined pension plans would add multibillion-dollar liabilities back into company balance sheets, which were largely unloaded by both GM and Chrysler in 2009 when the companies filed for bankruptcy.

Although automakers haven’t offered to restore the defined pension plans, people familiar with the talks say that negotiations have touched on potential solutions with added income security. These solutions have looked at the automakers offering annuities as an investment option for 401(k) savings plans, and Stellantis explored a more generous 401(k) offering with a potential annuity plan in a September 22 proposal to the UAW.

Additionally, Ford and GM reached contract agreements with the union Unifor, which represents the company’s many workers at Canadian manufacturing facilities. Notably, the agreements included plans to shift workers to hybrid retirement plans through nonprofit fund manager CAAT, which will work like defined-contribution retirement plans and will avoid adding benefit liability to the company’s balance sheets.

The inclusion of EV battery plant workers has also been a key component of negotiations, with Ford CEO Jim Farley recently saying that the UAW had been holding the automaker “hostage” over future battery plants — despite the company not having hired for the facilities yet.

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The automaker also halted construction on a Michigan battery plant being built in conjunction with Chinese manufacturer Contemporary Amperex Technology Co (CATL) late last month. Ford also plans to work with South Korean battery manufacturer SK On on three other battery plants.

“While Ford remains open to the possibility of working with the UAW on future battery plants in the United States, these are multi-billion-dollar investments and must operate at competitive and sustainable levels,” Ford said in a more recent statement.

GM avoided additional strike escalations last week after making last-minute concessions to include joint venture battery plants under the contracts. As of negotiations on Wednesday, GM has not revealed further details about the wage or benefit details of the agreement.

What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.

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Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Elon Musk

Elon Musk’s X goes down as users report major outage Friday morning

Error messages and stalled loading screens quickly spread across the service, while outage trackers recorded a sharp spike in user reports.

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Credit: Linda Yaccarino/X

Elon Musk’s X experienced an outage Friday morning, leaving large numbers of users unable to access the social media platform.

Error messages and stalled loading screens quickly spread across the service, while outage trackers recorded a sharp spike in user reports.

Downdetector reports

Users attempting to open X were met with messages such as “Something went wrong. Try reloading,” often followed by an endless spinning icon that prevented access, according to a report from Variety. Downdetector data showed that reports of problems surged rapidly throughout the morning.

As of 10:52 a.m. ET, more than 100,000 users had reported issues with X. The data indicated that 56% of complaints were tied to the mobile app, while 33% were related to the website and roughly 10% cited server connection problems. The disruption appeared to begin around 10:10 a.m. ET, briefly eased around 10:35 a.m., and then returned minutes later.

Credit: Downdetector

Previous disruptions

Friday’s outage was not an isolated incident. X has experienced multiple high-profile service interruptions over the past two years. In November, tens of thousands of users reported widespread errors, including “Internal server error / Error code 500” messages. Cloudflare-related error messages were also reported.

In March 2025, the platform endured several brief outages spanning roughly 45 minutes, with more than 21,000 reports in the U.S. and 10,800 in the U.K., according to Downdetector. Earlier disruptions included an outage in August 2024 and impairments to key platform features in July 2023.

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Tesla wins top loyalty and conquest honors in S&P Global Mobility 2025 awards

The electric vehicle maker secured this year’s “Overall Loyalty to Make,” “Highest Conquest Percentage,” and “Ethnic Loyalty to Make” awards.

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Credit: Tesla Malaysia/X

Tesla emerged as one of the standout winners in the 2025 S&P Global Mobility Automotive Loyalty Awards, capturing top honors for customer retention and market conquest.

The electric vehicle maker secured this year’s “Overall Loyalty to Make,” “Highest Conquest Percentage,” and “Ethnic Loyalty to Make” awards.

Tesla claims loyalty crown

According to S&P Global Mobility, Tesla secured its 2025 “Overall Loyalty to Make” award following a late-year shift in consumer buying patterns. This marked the fourth consecutive year Tesla has received the honor. S&P Global Mobility’s annual analysis reviewed 13.6 million new retail vehicle registrations in the U.S. from October 2024 through September 2025, as noted in a press release.

In addition to overall loyalty, Tesla also earned the “Highest Conquest Percentage” award for the sixth consecutive year, highlighting the company’s continued ability to attract customers away from competing brands. This achievement is particularly notable given Tesla’s relatively small vehicle lineup, which is largely dominated by just two models: the Model 3 and Model Y.

Ethnic market strength and conquest

Tesla also captured top honors for “Ethnic Market Loyalty to Make,” a category that highlighted especially strong retention among Asian and Hispanic households. According to the analysis, Tesla achieved loyalty rates of 63.6% among Asian households and 61.9% among Hispanic households. These figures exceeded national averages.

S&P Global Mobility executives noted that loyalty margins across categories were exceptionally narrow in 2025, underscoring the significance of Tesla’s wins in an increasingly competitive market. Joe LaFeir, President of Mobility Business Solutions at S&P Global Mobility, shared his perspective on this year’s results.

“For 30 years, this analysis has provided a fact-based measure of brand health, and this year’s results are particularly telling. The data shows the market is not rewarding just one type of strategy. Instead, we see sustained, high-level performance from manufacturers with broad portfolios. In the current market, retaining customers remains a critical performance indicator for the industry,” LaFeir said.

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Elon Musk

Elon Musk’s lawsuit against OpenAI and Microsoft is heading to jury trial

The ruling keeps alive claims that OpenAI misled the Tesla CEO about its charitable purpose while accepting billions of dollars in funding.

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Gage Skidmore, CC BY-SA 4.0 , via Wikimedia Commons

OpenAI Inc. and Microsoft will face a jury trial this spring after a federal judge rejected their efforts to dismiss Elon Musk’s lawsuit, which accuses the artificial intelligence startup of abandoning its original nonprofit mission. The ruling keeps alive claims that OpenAI misled the Tesla CEO about its charitable purpose while accepting billions of dollars in funding.

As noted in a report from Bloomberg News, a federal judge in Oakland, California, ruled that OpenAI Inc. and Microsoft failed to show that Musk’s claims should be dismissed. U.S. District Judge Yvonne Gonzalez Rogers stated that while the evidence remains unclear, Musk has maintained that OpenAI “had a specific charitable purpose and that he attached two fundamental terms to it: that OpenAI be open source and that it would remain a nonprofit — purposes consistent with OpenAI’s charter and mission.”

Judge Gonzalez Rogers also rejected an argument by OpenAI suggesting that Musk’s use of an intermediary to donate $38 million in seed money to the company stripped him of legal standing. “Holding otherwise would significantly reduce the enforcement of a large swath of charitable trusts, contrary to the modern trend,” Judge Gonzalez Rogers wrote.

The judge also declined to dismiss Musk’s fraud allegations, citing internal OpenAI communications from 2017 involving co-founder Greg Brockman. In an email cited by the judge, fellow OpenAI board member Shivon Zilis informed Musk that Brockman would “like to continue with the non-profit structure.”

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Just two months later, however, Brockman wrote in a private note that he “cannot say that we are committed to the non-profit. don’t want to say that we’re committed. if three months later we’re doing b-corp then it was a lie.”

Marc Toberoff, a member of Musk’s legal team, said Judge Gonzalez Rogers’s ruling confirms that “there is substantial evidence that OpenAI’s leadership made knowingly false assurances to Mr. Musk about its charitable mission that they never honored in favor of their personal self-enrichment.”

OpenAI, for its part, maintained that Musk’s legal efforts are baseless. In a statement, the AI startup said it is looking forward to the upcoming trial. “Mr. Musk’s lawsuit continues to be baseless and a part of his ongoing pattern of harassment, and we look forward to demonstrating this at trial. We remain focused on empowering the OpenAI Foundation, which is already one of the best-resourced nonprofits ever,” OpenAI stated.

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